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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-08-27 |
| OH | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED | 2022-01-19 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 04/2020 | 12/2021 |
| Fidelity Investments | Covington | KY | 09/2019 | 03/2020 |
| Veritude | Covington | KY | 03/2019 | 08/2019 |
| Orangetheory Fitness | Montgomery | OH | 11/2018 | 03/2019 |
| Insight Global | Cincinnati | OH | 05/2018 | 10/2018 |
| The Hearing Center Of Ohio | Columbus | OH | 05/2017 | 04/2018 |
| Dewey's Pizza | Dublin | OH | 05/2017 | 08/2017 |
| American Eagle | West Chester | OH | 12/2016 | 01/2017 |
| The Ohio State University | Columbus | OH | 08/2014 | 05/2018 |
| Ubs Financial Services Inc | Cincinnati | OH | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-25 |
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